James Conole, CFP®, MBA Root Financial Partners

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About James Conole, CFP®, MBA

If you’re like most of the people I work with then you’ve done a good job of saving and investing over the years, but you aren’t fully confident you’re doing everything you can to maximize what you have.

I focus on helping people who are within a few years of retirement navigate that transition so they can be confident they’re making the right choices along the way.

Whether that’s through tax strategies, analyzing pension or Social Security benefits, or through ensuring their investments are fully optimized, our goal is to give you absolute clarity on what you should be doing to accomplish the goals you have and move confidently in the right direction.

This is the work that I do with my clients. I’m a CFP® professional and I received my MBA with a concentration in finance from Pepperdine University.

I grew up in San Marcos and I now live in Encinitas with my beautiful wife Ashlyn.

People often ask what I enjoy doing outside of work. There’s a lot I enjoy doing outside of work, but I sometimes don’t know how to fully answer that because some of my favorite things are the things I get to do inside of work.

I get to help the amazing families I work with navigate the complexities of their financial lives so they can be free to enjoy what they love most. To me that’s incredibly fulfilling and an honor that I don’t take lightly.

But outside of work I love to surf (Beacons and Pipes are my go-to spots), I work out at F45 in Encinitas, and I regularly walk up and down the coast of PCH with Ashlyn in search of our new favorite food or coffee shop.

We’re involved in our church and I’ve been involved with several community organizations like Rotary, the San Diego Financial Literacy Center, and teaching financial wellness courses throughout the community.

I love that I get to show up at work each day and show people how to make better financial decisions that improve their life and give them a sense of confidence and security around their money.

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Ideal Clients

  • Baby Boomers
  • Investment Planning & Management
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $400+/mo
  • Flat Fee: $5,000+/engagement
  • AUM: 1%

SEC Records

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